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Sembcorp Ind
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Sembcorp Drill Baby Drill
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PiRPiR
Master |
19-Mar-2025 08:39
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https://www.theedgesingapore.com/news/company-news/sembcorp-completes-sale-waste-management-subsidiary-consideration-405-mil
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ysh2006
Supreme |
18-Mar-2025 20:20
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Just to verify is this Env coy is same the waste collecting coy ? | ||||
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leroy55
Veteran |
18-Mar-2025 18:29
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SEMBCORP COMPLETES SALE OF THE ENTIRE SHAREHOLDING IN
SEMBCORP ENVIRONMENT PTE. LTD. TO SBT INVESTMENT 2 PTE. LTD. Singapore, March 18, 2025 ? Sembcorp Industries (Sembcorp) refers to the announcement issued on November 8, 2024, in relation to the execution of a share purchase agreement for the sale of the entire issued and paid-up share capital of Sembcorp Environment Pte. Ltd. (SembEnviro), to SBT Investment 2 Pte. Ltd. (SBT Investment 2) (the Sale). SBT Investment 2 is a wholly-owned subsidiary of PT TBS Energi Utama Tbk (TBS), listed on the Indonesia Stock Exchange. Following the fulfilment of all other conditions precedent to the Sale including regulatory approvals, the transaction was successfully completed on March 18, 2025. As at March 18, 2025, Sembcorp has transferred the ownership of SembEnviro and its subsidiaries to SBT Investment 2. To facilitate a seamless transition, Sembcorp will provide up to 18 months of support services to SembEnviro and its subsidiaries and will also permit limited use of the SembEnviro name and its trademarks during the transitional period.
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leroy55
Veteran |
18-Mar-2025 18:15
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they are telling lie. there is no smoke without fire
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PiRPiR
Master |
18-Mar-2025 17:39
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04:04 AM EDT, 03/18/2025 (MT Newswires) -- Sembcorp Industries (SGX:U96) has responded to a Bloomberg article stating that the company is conducting a strategic review of its business.
The company said that it "continually reviews its portfolio to optimize shareholder value" and may "engage with external advisors to consider available options" from time to time. Sembcorp also urged shareholders to exercise caution when dealing with its shares. Shares of the company were up over 2% in recent trading. |
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leroy55
Veteran |
18-Mar-2025 12:44
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Anyone can share who you sell your share to ? Who is counter party ? | ||||
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leroy55
Veteran |
18-Mar-2025 12:37
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Sembcorp shares saw a 4.19% increase, opening at $6.355 on March 18, 2025, after the company issued a response to a Bloomberg article. The article, published on March 17, suggested that Sembcorp might explore going private or selling some assets as part of a strategic review. In its statement, Sembcorp clarified that it regularly reviews its portfolio and may engage external advisors for potential options. The company emphasized that it would only make further announcements when there is a significant update.
Despite the speculation, Sembcorp's FY2024 results showed a 7% year-on-year increase in earnings, amounting to $1.01 billion. As of 12:06 PM, shares are trading at $6.21, up 1.8% |
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leroy55
Veteran |
18-Mar-2025 12:12
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The potential increase in coal production authorized by Trump could have mixed implications for Sembcorp Industries, depending on various factors. Here&rsquo s a breakdown of the potential good and bad impacts: Positive Impacts for Sembcorp Industries: Increased Demand for Energy: Sembcorp is involved in the power generation sector, with a focus on a mix of renewable and conventional energy sources. If coal-fired power generation sees a resurgence in the U.S., this could stimulate demand for energy projects, including those involving traditional energy production methods, which Sembcorp could potentially tap into in international markets. Opportunities in Data Center Energy Supply: Trump&rsquo s push for coal production is partly aimed at supporting energy needs for data centers, especially those working on AI projects. If Sembcorp is involved in energy supply for such data centers, this could create business opportunities in regions where these centers are expanding. Negative Impacts for Sembcorp Industries: Environmental Regulations and Reputation: Sembcorp is positioning itself as a cleaner energy provider with significant investments in renewables. A shift back towards coal, particularly in the U.S., might be seen as a step backward in global decarbonization efforts. If global markets perceive this as a negative trend, Sembcorp' s renewable energy investments may face reputational risks or reduced demand for green energy solutions. Global Market Dynamics: If U.S. coal production and use increase, it might have ripple effects on global coal markets, potentially influencing prices and supply chains. Depending on Sembcorp&rsquo s existing contracts and energy portfolio, fluctuations in coal prices or regulatory environments could impact its business. In summary, Sembcorp&rsquo s response would likely depend on its strategic positioning in the energy sector and its commitment to sustainability. While there could be short-term opportunities, the long-term implications for its renewable energy push and overall brand could be more complex |
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leroy55
Veteran |
18-Mar-2025 12:09
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Trump says he&rsquo s authorising administration to produce coalUS President Donald Trump said he would look to counter China&rsquo s economic advantage from coal-based electricity by authorising his administration to ramp up production of energy from the fossil fuel. &ldquo I am authorizing my Administration to immediately begin producing Energy with BEAUTIFUL, CLEAN COAL,&rdquo Trump wrote in a social media post. It&rsquo s not clear what Trump was referring to, or how his social media decree would impact actual US policy. Trump already signed an executive order earlier in his term declaring a national energy emergency and directed the Environmental Protection Agency to boost fossil fuel production and distribution. Energy Secretary Chris Wright said earlier this month that the administration was working on a &ldquo market-based&rdquo plan to stem the closing of US coal-fired power plants. Coal accounts for about 15% of power generation in the US today, down from more than half in 2000, according to the US Energy Information Administration. An additional 120 coal-fired power plants are scheduled to shutdown in the next five years in part because of environmental regulations that have made them uneconomic, according to the America&rsquo s Power trade group representing utilities and miners such as Peabody Energy Corp. and Core Natural Resources Inc. Earlier this month, the EPA said it planned to revisit regulations imposed during President Joe Biden&rsquo s administration limiting mercury and greenhouse gas pollution, which could help keep some coal plants operational. Supporters of the limits have said that soot is particularly dangerous because particles of the pollutant can penetrate the bloodstream. Trump officials have said that keeping coal plants online could help lower energy costs and supply energy to power-thirsty data centres working on artificial intelligence projects. |
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leroy55
Veteran |
18-Mar-2025 09:14
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$Sembcorp Ind (U96.SG)$ : The company addressed rumors of potential privatization or asset sales, stating it regularly reviews its portfolio and may consult external advisers. Sembcorp emphasized it would announce any significant developments and urged caution in share trading. machiam like ❤ ️ want love us yet don' t want to marry yet |
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leroy55
Veteran |
18-Mar-2025 08:48
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PiRPiR
Master |
18-Mar-2025 07:38
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06:13 PM EDT, 03/16/2025 (MT Newswires) -- Sembcorp Industries (SGX:U96) awarded 400,000 treasury shares on Friday under its 2020 Performance Share Plan, according to a same-day filing on the Singapore Exchange.
Following the transfer, the company's treasury shares decreased to 7.5 million from 7.9 million, representing 0.42% of outstanding shares, down from 0.44%. The transferred shares were valued at SG$2.1 million. |
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dontbetray
Master |
17-Mar-2025 20:47
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I tot their value is quite ok. It the China exposure that dragged them a lot
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Wisedom
Senior |
17-Mar-2025 20:13
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Cos of too low PE ratio of 10.5 compared to average 15x PE in similar global industries. So, option is going private maybe at 20% to 30% premium offer over the market price. Then can go for overseas listing the IPO maybe within next few years. This will be a great benefit to Temasek Holdings - very smart institutional investor
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leroy55
Veteran |
17-Mar-2025 17:24
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PRIVATISE!!!!!!!!
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dontbetray
Master |
17-Mar-2025 17:21
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Sembcorp Is Said to Be Carrying Out Strategic Review of Business Summary by Bloomberg AI Sembcorp Industries Ltd. is conducting a strategic review of its business, considering possibilities such as going private or selling assets. The review is at an early stage, and the company may decide not to pursue any deal. Sembcorp' s shares have climbed over 250% since the end of 2020, with a market value of S$10.7 billion and net income of S$1 billion last year. (Bloomberg) -- Sembcorp Industries Ltd. is carrying out a strategic review of its business, with various possibilities under consideration, including potentially going private or selling some assets, people with knowledge of the matter said. The Singaporean firm, which is backed by state-owned Temasek Holdings Pte, is working with a financial adviser on the review, according to the people, who asked not to be identified because the matter is private. Considerations are at an early stage and Sembcorp may decide not to pursue any deal, the people said. A spokesperson for Sembcorp said the company always assesses options to enhance shareholder value, including investments, divestment, restructuring, listing and capital management. &ldquo As part of such assessments, we work with consultants from time to time, as the needs arise. The assessed options may or may not result in any form of transaction,&rdquo the spokesperson said. Sembcorp&rsquo s businesses include wind, solar, hydro and energy storage operations in Southeast Asia, China, India, the UK and Middle East, as well as gas and diesel-fired power plants in similar geographies, urban solutions such as waste and water management, and corporate decarbonization services. Past restructurings include Covid-hit Sembcorp Marine&rsquo s demerger in 2020. Sembcorp Industries&rsquo chief executive officer at the time said the move would help it focus on the energy and urban sectors. Sembcorp Industries also completed divestments in Chile, China and Panama that year. In 2024, it announced the sale of Sembcorp Environment Pte for S$405 million. Sembcorp&rsquo s shares have climbed more than 250% since the end of 2020, giving the company a market value of S$10.7 billion ($8 billion). Net income rose about 7% last year to S$1 billion, while sales slipped 5.2% to S$3.21 billion. |
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Wisedom
Senior |
17-Mar-2025 16:38
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SG sovereign wealth fund investment in renewable energy grid may bide well for Keppel and SCI | ||||
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leroy55
Veteran |
17-Mar-2025 12:19
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It could potentially be seen as a blessing in disguise for Sembcorp Industries (SCI), though it depends on the long-term strategic perspective and how the company handles the situation. Here' s why: Limited Impact from Vietnam Tariff Change: The tariff change in Vietnam affects a relatively small portion of SCI' s renewable energy portfolio&mdash only 141MW, which is about 1% of its total renewables capacity. Since this is a small segment of the business, the loss may not significantly hurt the company' s overall growth trajectory. In fact, it might even allow SCI to focus more on its larger, more profitable renewable projects in other regions. Focus on More Profitable Markets: The termination of the gas supply agreement (GSA) in Indonesia might also free SCI from a less lucrative or more risky venture. Sometimes, exiting deals that are not aligned with a company&rsquo s long-term strategy or have low margins can allow the company to redirect its resources toward more profitable or sustainable projects . ( MOST OF ALL , DONT NEED BOW TO PAK UNDERTABLE MONEY DEMAND) This could allow SCI to focus on growing its renewable energy and gas businesses in other, more favorable markets. Reduced Risk Exposure: With the GSA termination in Indonesia, SCI might be exposed to less risk, particularly geopolitical and regulatory risks. Indonesia' s energy market can be volatile and uncertain, and having fewer commitments in that market might mitigate exposure to potential disruptions. This could provide SCI with more flexibility to invest in markets with better prospects. Strengthening its Fuel Mix: As MQ highlighted, SCI&rsquo s fuel mix has been shifting towards LNG, which has remained relatively stable in terms of margin despite some market volatility. If SCI continues to optimize its LNG and renewable energy mix, the company could be less dependent on regions with higher risks and lower returns, improving its overall portfolio strength. Revaluation of Assets: Exiting the Vietnam and Indonesia deals could trigger a revaluation of SCI&rsquo s overall business model. This could lead to more focused investments, potentially raising the quality and profitability of its other assets. The market might eventually reward SCI for shedding low-return or risky projects, especially if SCI can showcase better future prospects elsewhere. Potential for Future Growth: The fact that SCI has significant LNG supply agreements and a strong portfolio in renewable energy means that losing these deals could push the company to diversify or expand into other high-growth regions. This could open doors to new opportunities with potentially higher returns. In essence, while losing these specific deals may seem like a setback in the short term, if SCI leverages this situation effectively, it could be a blessing in disguise by allowing the company to refocus on more profitable, stable, and higher-growth opportunities. The key will be how SCI adapts and strategically reallocates its resources moving forward. |
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leroy55
Veteran |
17-Mar-2025 12:15
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Macquarie Research (MQ) is confident in Sembcorp Industries (SCI) for several key reasons: Strong Existing Contracts: MQ highlights that SCI&rsquo s existing gas supply contracts are robust. Specifically, SCI has long-term contracts for both piped natural gas (PNG) and LNG, which more than cover the lost volume from the terminated GSA. SCI&rsquo s PNG contracts are in place until 2028, and their LNG supply agreements extend through 2043. This suggests that the termination of the GSA will not leave SCI without sufficient fuel supply. Stable Gas Margins: Despite the increasing use of LNG in Singapore&rsquo s energy mix (where LNG made up 53% of imports in 2023, up from 39% in 2022), SCI has managed to maintain strong margins for its gas business. MQ notes that SCI' s gas-related net margins remained stable at 15-17% in 2023/24, even as LNG became a greater portion of its fuel mix. This demonstrates that SCI is well-positioned to weather changes in fuel supply and pricing. PNG Price Misconception: There&rsquo s a common market perception that PNG is always cheaper than LNG, but MQ argues that this is not always the case, especially for SCI&rsquo s current LNG supply agreements. While the terminated GSA was pegged to the upper end of the industry&rsquo s price range, SCI has maintained competitive margins, even as its fuel mix shifts toward more expensive LNG. Thus, MQ believes that the perceived risk to margins from LNG price fluctuations is overblown. Limited Impact from the Vietnam Tariff Change: The retroactive tariff change in Vietnam, affecting a relatively small 141MW of solar capacity, is considered insignificant in terms of SCI&rsquo s overall renewable energy business (which is much larger). MQ doesn&rsquo t expect a material impact from this change, reinforcing their belief that the broader concerns about SCI&rsquo s future are exaggerated. Valuation Discount: As of the report, SCI&rsquo s shares were trading at a 10.4x P/E ratio for 2025, which is lower than the sector' s average of 11x. This suggests that the market is undervaluing SCI, potentially presenting a good buying opportunity. MQ views the current price as an attractive entry point. Historical Performance and Market Confidence: Despite the recent sell-off, MQ has maintained an Outperform rating for SCI. Their target price of $6.95 represents a potential upside from the current price of $5.96. This reflects confidence that the market has overreacted to the recent news, and SCI&rsquo s long-term fundamentals remain strong. In summary, MQ' s confidence stems from SCI' s solid contractual agreements, stable margins, resilience to gas price changes, and the limited impact of recent challenges. They believe that the market has priced in excessive risks, making the current share price an attractive opportunity for investors. |
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leroy55
Veteran |
16-Mar-2025 01:08
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Maybe the pak use order of variation as excuse. no pocket money no talk
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